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Access 2010 Form - Navigate to specific record & add new custom ID

Posted on 2014-02-08
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Last Modified: 2016-05-15
Hello-

I have an access database attached below and I want to be able to add new records and edit existing records. I have a form called frm_projects. On this form, I have a add project button and lookup project button. I need to have custom tracking IDs. For example I have multiple "categories" such as east, west, south, etc.. I need to be able to store a custom tracking ID such as EST01, if east is selected. The next record would then be EST02 if a new one was added.

Could someone give me some guidance on how to go about doing this?

Also, I need to figure out how to link the Project Information to the Savings Information.

Any help would be greatly appreciated!
Tool-ee11.accdb
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Question by:tawathav
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11 Comments
 
LVL 16

Expert Comment

by:Sheils
ID: 39844886
I can't download your db so can't see the table structure. But I'd suggest that you simply use the records ID and the category for tracking.

You will need a table category with fields: category ID;Category

In your project record you would have a catergory field that looks up to the category table.

So if you run a query where recordID=X and Catergory=East you should be able to track the record
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LVL 10

Expert Comment

by:Gozreh
ID: 39846402
I would suggest you to use the category ID and not the values, and rather to split to 3 tables tblCategory, tblSubcategory, tblTertiaryCategory.

And to answer you first question
You should add new field in tbl_projects CustomID, and by Form_BeforeUpdate event you should write
   Dim MaxID As Long
   MaxID = Nz(DMax("Right(CustomID,3)", "tbl_projects", "Category='" & Me.CategoryCombo & "'"), 0)
   If IsNull(Me.CustomID) Then
      Me.CustomID = DLookup("Abbreviation", "tbl_categories", "Category='" & Me.CategoryCombo & "'") & Format(MaxID + 1, "000")
   End If

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Author Comment

by:tawathav
ID: 39848049
I can't get this to work. Any other suggestions? Can you show me an example?
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Gozreh earned 500 total points
ID: 39848083
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Author Comment

by:tawathav
ID: 39848153
Thank you Gozreh! Exactly what I wanted. Any idea how to lookup an initiative and navigate to the record for editing. Basically users will need to add new records and have the ability to edit existing records.
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LVL 10

Expert Comment

by:Gozreh
ID: 39848320
You can add a combobox with all records, and then set the bookmark to that record the user selected.

http://msdn.microsoft.com/en-us/library/office/ff835682.aspx
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Author Comment

by:tawathav
ID: 39848376
Like on a pop up form or just on the form. I was looking to use the add initiative button. Thought this would easier for the end users. Maybe not...
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LVL 10

Expert Comment

by:Gozreh
ID: 39848452
on the form will be easier for you to design, but you can also do it with a dialog form, depends what you want
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Expert Comment

by:Gozreh
ID: 40080453
If you got your answer please close this question !  if you still need assistance please ask !
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Expert Comment

by:MacroShadow
ID: 41595352
This question has been classified as abandoned and is closed as part of the Cleanup Program. See the recommendation for more details.
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